Filed March 6, 2024 (most recent of 4 filings on file)
Total covered: 4 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,666 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,449 | $80,005-59.4% | $140,016-76.8% | $55,725-41.8% |
| Participation rate | 88.1% | 87.0%+1.1pp | 87.5%+0.6pp | 70.9%+17.3pp |
| Annual return | -4.19% | 0.46%-4.6pp | 651.12%-655.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,417 | $3,403-58.3% | $5,606-74.7% | $2,078-31.8% |
| Participant deferral / active EE | $3,578 | $5,264-32.0% | $6,927-48.4% | $3,356+6.6% |
| Admin fee / account holder | $43 | $116-62.7% | $10,705-99.6% | $115-62.6% |